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Bulk Upload Admin Tools

16549029293715 2023-05-11 09-57-46

Team Org Owners and Admins can now upload a CSV to invite multiple users to their team and to create multiple groups at once.

 

Bulk Group Creation Tool

You can find the CSV template for this tool here.

With this tool, Org Owners and Admins will see the option to import a list of groups when selecting "+ Add Group" button. By downloading the provided template, Org Owners and Admins will fill out the names of each group they want created, and list the number of the "Parent Row" in the second column of a row to create that row as a Sub Group.

 

Additionally, Org Owners and Admins will now have the ability to export all group data on the account, including each individual Group ID. This information will be used in the Bulk User Invite Tool to allow users to be added to a specific group when invited to a team.

 

Bulk User Invite Tool

You can find the CSV template for this tool here.

 

This tool allows Org Owners and Admins to import a CSV of users to trigger sending many team invites at once. Org Owners and Admins will enter the email address, user role, whether or not this user needs a license, and the ID of the group they would like to be added to (this ID can be found by exporting the team's Group data). Once uploaded, all of the users on the list will receive a team invitation with the exception of any user who is already on the team.